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PGIM Ultra Short Bond ETF

250 hedge funds and large institutions have $4.61B invested in PGIM Ultra Short Bond ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 71

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0% less funds holding

Funds holding: 251250 (-1)

6% less capital invested

Capital invested by funds: $4.91B → $4.61B (-$294M)

10.44% less ownership

Funds ownership: 84.43%73.99% (-10%)

Holders
250
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
3.6%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
38
Increased
120
Reduced
71
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
201
Focus Financial Network
Minnesota
$288K
SWM
202
Seed Wealth Management
Illinois
$287K -$19.8K -400 -6%
SA
203
Scarborough Advisors
Maryland
$275K +$135K +2,723 +97%
TC
204
Trilogy Capital
California
$272K +$271K +5,468 New
P
205
&Partners
Tennessee
$267K +$266K +5,376 New
ACA
206
Aptus Capital Advisors
Alabama
$265K -$20.2K -408 -7%
EM
207
Excalibur Management
Massachusetts
$264K +$19.7K +397 +8%
PGFC
208
Peapack-Gladstone Financial Corp
New Jersey
$253K
Bank of New York Mellon
209
Bank of New York Mellon
New York
$236K +$235K +4,740 New
BWM
210
Birchcreek Wealth Management
Ohio
$230K +$2.97K +60 +1%
EWM
211
Elmwood Wealth Management
California
$221K -$67.2K -1,356 -23%
ICG
212
InterOcean Capital Group
Tennessee
$219K -$255K -5,148 -54%
SW
213
Simplicity Wealth
New Jersey
$217K +$217K +4,371 New
SB
214
Strategic Blueprint
Georgia
$213K -$14.5K -292 -6%
WAG
215
Wiser Advisor Group
Arizona
$212K +$3.07K +62 +1%
PA
216
Pineridge Advisors
Missouri
$208K -$585K -11,797 -74%
SMC
217
Smith, Moore & Co
Missouri
$205K
HighTower Advisors
218
HighTower Advisors
Illinois
$202K +$202K +4,075 New
MCM
219
MidAtlantic Capital Management
Virginia
$152K
TCM
220
TD Capital Management
Tennessee
$120K +$93.4K +1,885 +356%
SWM
221
Spire Wealth Management
Virginia
$106K +$6.69K +135 +7%
CFB
222
Cullen/Frost Bankers
Texas
$91.9K
SPIA
223
Steward Partners Investment Advisory
New York
$70.6K +$44.6K +900 +173%
CAL
224
Capital Analysts LLC
Pennsylvania
$69K
FFA
225
Farther Finance Advisors
California
$65.8K -$149 -3 -0.2%